Platform Features Release: Economic Dashboard, Chart Adjustment, Chart Time Period
Announcing the latest Release of feature and functionality enhancements to the trading platform to improve the investment/trading decision process.
Economic Dashboard: View chart data from dozens of economic reports. Includes information on why it is important, what to look for, and how to apply the data to trading.
Chart Adjustment: Ability to compress and expand y-axis.
Chart Periods: New look, improved functionality.
Economic Dashboard
Located under the Home/Market Tab, this powerful research tool provides important economic information in chart format.
- Select from 1*, 5,10 or 25-year views
- Allows you to select display order as well as ‘hide’ charts.
- Click on the Title to display: What the data represents, Why it is important, What to look for and How to apply the data in trading
- Provides info on the Economic Report Category (Consumer), what the numbers represent (%, $, units, etc), how Frequent the data is reported (Quarterly, Annually, Monthly, etc)
* Some reports are released annually. 5, 10 or 25 year view are recommended in these instances.
Chart Adjustment
Adjusting the chart’s y-axis gives you more flexibility – whether it’s forecasting, adding notes, viewing current positions, etc.
Simply click you cursor to the right of the y-axis, then drag your mouse/cursor up or down.
To reset, click the ‘refresh’ icon 
on the chart toolbar
Chart Time Periods
The Chart Period format has been streamlined for a more streamlined look.
The current chart period will be displayed at the top of the ‘favorite’ (saved) drop-down list.
Change Log
- ‘x’ moved to left side of symbol list in Research Tab
- Key Ratio and Compare Views are session sticky
- Seasonal chart corrected to show Price
- Cancel/Reuse display on Credit orders corrected
- Stock data restored on Scan backtest
- Staged Order display on chart functionality corrected
- Schwab Order Ticket close orders corrected
- Trade Station added under “Open New Account”
- Reward/Risk more clearly marked on Trade from Chart
- 1 Day/1 Minute added to Custom Page charts
- Resolved Seasonality percent chart
- Corrected MACD histogram overlap
- 60-minute charts/Schwab conflict resolved
- P/L Insight Graph includes up-to-date data
- Tradier Live Account Ticket credit/debit correction
- Staged Orders/Current Orders display consistency restored
- Screener – Score resulting in 0 candidates resolved
AI capability: Journal Analysis
Journal AI Analysis – Now it’s easier to track your progress AND get feedback!
- Get observations and analysis on your selected portfolio accounts
- Recommendations offered to help improve outcome
- Flexible – select different time frames to compare results over time
Journal AI Analysis will review your account activity and provide insight, observations and recommendations.
Note: Analysis applied to closed positions only. This feature does not forecast unrealized gains or losses.
Your Journal AI Analysis will review your Trade Journal and provide insight, observations and recommendations.
Below are steps to get started.
Within a few moments, you’ll receive a summary of Strengths, Weaknesses, Observations, and Recommendations for improving results.
Select Account(s) to analyze by clicking on the Account Tab
OR
Select by Type: Real, Virtual or Manual
Tip: Keep the selection to a limited number of accounts for a more targeted analysis.
Click on the “Filter” Button from the middle panel
Select the date range to be reviewed. The default period is 12 months.
Add additional filters by selecting specific tags (#BullCall) and/or specific symbols
Click “Save” on the Filter Tab
Tip: You can change these settings, Save, then ‘refresh’ the report on the next step
Finally, click the AI button at the top of the screen, then click the 
button to get the report.
Important to Know
- Analysis is limited to closed trades. Make sure all trades in that account for the period covered have been reconciled.
- The report is available during your current session while you explore your Journal. If you change Accounts or revise any Filter settings, simply click the Run/Refresh button again.
- Iterate and Refine. Select different time frames to review results over time. Run reports to compare Real Accounts to Virtual ones.
As with all AI content, consider this as input. Make your own educated decisions
AI capability: Screener
Screener AI Assistant helps power your Research. Here are just a few ways how:
- Get criteria for customized screens based on market outlook, strategies and goals
- Learn about different strategies and how to apply them to your screener
- Interact and Refine screens for a tailored investment strategy
Located on the Screener page (under the Find Tab), click the AI button to enter your inquiry in the “Ask Me Anything” box at the bottom of the table, then click “Send“
Example: What criteria should I use to find Covered Call candidates?
The Screener AI functions allow you the control to:
- Remove or Ignore suggested datapoints
- Save Screener AI searches
- Revise/Delete as needed
AI capability: Financial Coach
Use the Power of AI with a Financial Market Coach. Some of the applications include:
- Insight on trading strategies and applications
- Guidance on Risk Management techniques
- Market trend analysis
- Information access covering technical to fundamental access
- Management guidance to minimize risk and optimize returns
Located within the Find Tab, this powerful research tool can gather and deliver market-related information while staying within the platform.
- Select feature from the Find Tab
- Type your inquiry in the “Ask me anything” box
- Click “Send“. Refine by submitting additional questions, clicking “Send” after each one.
- To start a new Chat, click the “New Chat” button by the same name.
Each Chat result is automatically saved and accessed via the History button. The title is auto-generated based on the topic when the Chat is created. You can edit the title at any time.
Inquiry results that include symbols will be displayed on the right panel of the screen, allowing the ability to navigate to other areas of the platform for that symbol.
To remove any Chat, simply click the ‘x’ for that entry.
Compare Tab
The Compare feature, found under the Research Tab, allows investors to review a particular stock against its industry peers. Different Views offer Investors perspectives with different investment strategies, such as value or growth investing, to identify stocks that align with their preferred strategies within a specific industry.
Some of the Compare benefits include:
- Relative Valuation: Ratios like price-to-earnings (P/E), price-to-sales (P/S), or price-to-book (P/B) can be assessed whether a stock is overvalued or undervalued relative to its peers.
- Identifying Outliers: If a company has significantly different ratios compared to its peers, it may warrant further investigation to reveal potential investment opportunities or risks.
- Industry Trends: Analyzing ratios across an industry can reveal trends and patterns. For example, if the majority of companies in an industry experience a declining profit margin, it may indicate a broader industry challenge or trend.
- Risk Assessment: Comparing key ratios can help assess the financial health and risk profile in an industry context. Companies with lower debt-to-equity ratios, for instance, may be considered less risky, especially if this trend holds across the industry.
- Operational Efficiency: Comparing Ratios like return on equity (ROE) and return on assets (ROA) among industry peers can provide insights into a company’s operational efficiency.
NOTE:
While comparing key ratios within an industry offers valuable insights, it’s VITAL to consider other factors , such as the company’s business model, competitive advantages, management quality, macroeconomic conditions, etc. Ratios should be only part of a broader analysis to make well-informed investment decisions.
The fields automatically populate with industry peers. They can be changed to compare other symbols of your choice.
Price Slices - Premium Feature
Price Slices
Price Slices allow users to view theoretical outcomes of option positions, while providing the flexibility of changing data points, such as entry price or what the results will be if the stock price moves a specific dollar or percentage amount.
This feature is helpful with building discipline on when to exit a trade if it goes against you.
This feature is accessible when using the Strategy Templates on the Research>Option Tab
The default starting points include:
- Entry Point – shown in Blue in our example.
- High Point – considered Target or Resistance point – shown in Green.
- Low Point – considered Stop or Support point – shown in Red
(Up to 7 Price slices can be added for additional evaluation. See below for more details)
On Research>Option Tab, click the down arrow next to the default “Call+Put” view in the upper left corner of the window to access the Strategy Templates:
Select your Strategy and set up the position:
Quantity, Expiration Date, Strikes
On the right side of the same screen, click the 
button to display the default settings.
Using our example:
Entry point is $206.04 (Current Stock Price) shown in Blue
High point – defaults to 5% above Entry: $216.34, shown in Green/Gold
Low point – defaults to 5% below Entry: $195.74, shown in Red
The values are for ‘today’: what the Profit or Loss would be if the stock price were the High or Low price.
The Date, Price and/or % Offset can be manually adjusted, as indicated by the underline – to view different scenarios.
Price Slices – Adjust the % Offset Value
% Offset values were manually changed to 10% and -10%.
The lines on the graph are dynamically updated
Price Slices – Adjust the lines
In this example, the Top and Bottom lines were adjusted on the graph itself.
The new placement dynamically updated the values on the right.
Price Slices – Add, Reset, Go Big
Platform Features Release: Trade from the Chart, Price Slices, Reset Virtual Account Options
Announcing the latest Release of feature and functionality enhancements to the trading platform to improve the position evaluation process, trade submitting process as well as offer additional practice account settings:
Price Slices: Evaluate theoretical outcomes of option positions when using the Strategy Templates.
Trade from the Chart: Use the control box or lines on Chart to adjust the entry point, Target Price and/or Stop Price.
Reset Virtual Account – Add ‘funds’ to an existing account OR reset everything and start fresh. You decide.
Price Slices (Premium Feature)
The Button appears on the right side of the screen when using the Strategy Templates.
Select one of the 22 Option Strategy Templates.
Build the position.
Click the Price Slices button to start your evaluation
Change the Date (default ‘today’), Price levels and/or % Offset
Add IV to view how this affects the theoretical P/L
Click the Go Big icon to view additional Greek data
Trade from the Chart
The 
button appears at the top of the chart for any symbol – whether there is an existing position or not.
Clicking this button activates an Order Window on the Chart, like this:
Note: Buy, Profit and Stop Loss line colors will match those displayed on the chart itself.
The values in the Order Window can be manually adjusted by $ or %
The values can also be dynamically adjusted by moving the corresponding line(s) on the Chart itself.
The Quantity value default is “1” to show the ‘per share’ dollar and percentage estimated risk, reward, as well as Position Total.
Click “Trade” for the prefilled Order Ticket to display.
The Order Ticket can be further adjusted, Staged or Reviewed to ensure it’s completed to your satisfaction, then Submitted.
Note: The brokerage selected must support Bracket Orders if the Stop/Stop Limit values are selected on the Order Window
Reset Tradier Virtual Account – 2 options
Tradier’s Virtual Account gives you the ability to add more “Cash” to your practice account – OR – completely start over:
On the account summary page, click “Reset Virtual Account”
Select “Balance Reset Only” – to keep your existing trade activity, but add more “cash” to your virtual account.
Select “Complete Reset” – if you want to remove all prior transactions, including Journal Entries, Gains, Orders, Positions, etc. Note: This selection cannot be undone once it’s processed.
Type RESET in the box provided, then click the “Confirm” button
Enhancements
- ATM Option Strikes are bolded for easier identification
Change Log
- Adjusted theme contrast
- Corrected Order Type Limit price entry
- Snapshot functionality restored
Trade from the Chart
Trade from the Chart
The button appears at the top of the chart for any symbol – whether there is an existing position or not.
Clicking this button activates an Order Window on the Chart, like this:
Note: Buy, Profit and Stop Loss line colors will match those displayed on the chart itself.
The values in the Order Window can be manually adjusted by $ or %
The values can also be dynamically adjusted by moving the corresponding line(s) on the Chart itself.
The Quantity value default is “1” to show the ‘per share’ dollar and percentage estimated risk, reward, as well as Position Total.
Click “Trade” for the prefilled Order Ticket to display.
The Order Ticket can be further adjusted, Staged or Reviewed to ensure it’s completed to your satisfaction, then Submitted.
Note: The brokerage selected must support Bracket Orders if the Stop/Stop Limit values are selected on the Order Window
Multiple Position Analysis
We often have more than one position on a particular Stock/ETF, so how can each position, or leg be evaluated?
Click the Graphic Below for video on the Option Tab P/L Feature to see how to evaluate individual legs or positions on a Stock/ETF
Option Chain Video
